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招商证券（国际）早会纪要 20260921	招商香港研究部	2026-09-21
中国AI互联网行业 · 本周洞察及观点 - “降速”共识与中国侧落地加速并行：Agent从助手走向数字员工，国产算力闭环成形	李怡珊,王腾杰	2026-09-18
招商证券（国际）早会纪要 20260918	招商香港研究部	2026-09-18
中美AI互联网行业 - 从代码到办公，Agent 动能加速	王腾杰,李怡珊	2026-09-17
US/China AI Internet Sector - AI Agent Momentum Accelerates from Coding to Office	Wong Tang Kit, Tommy,Li Yishan, Crystal	2026-09-17
招商证券（国际）早会纪要 20260917	招商香港研究部	2026-09-17
Auto & Auto Parts - Supply-side Reform to Ease Excessive Competition and Support Earnings and Valuation Recovery	Liang Yonghuo	2026-09-16
智谱 (2513 HK, 增持) - 50亿美元融资缓解算力约束，商业化进程加速	李怡珊,王腾杰	2026-09-16
汽车汽配 - 供给侧改革破内卷根源，推动板块盈利及估值修复	梁勇活	2026-09-16
招商证券（国际）早会纪要 20260916	招商香港研究部	2026-09-16
汽车汽配 - 国资车企资产内部重组，行业供给侧改革破冰	梁勇活	2026-09-15
US Strategy Weekly (15 September 2026) - Slower Disinflation and Higher Oil Prices Lift September Hike Expectations	Taylor, Ren Wen Fang	2026-09-15
美股市场周报 (2026/9/15) - 通胀回落受阻叠加油价上行，9月加息预期升温	任闻放	2026-09-15
Roblox (RBLX US, 增持) - RDC 2026：逆风消退，长期催化剂完好	王腾杰,李怡珊	2026-09-15
招商证券（国际）早会纪要 20260915	招商香港研究部	2026-09-15
范式智能 (6682 HK) - 差异化全栈AI服务平台，API业务放量增长；首次覆盖给予增持	李怡珊,王腾杰,张贺楠	2026-09-14
AI互联网行业 - AI安全风险加剧，业界呼吁放缓前沿模型研发	王腾杰,李怡珊	2026-09-14
Phancy Group (6682 HK) - Differentiated Full-Stack AI Service Platform, API Business Scaling Rapidly; Initiating at BUY	Li Yishan, Crystal,Wong Tang Kit, Tommy,Zhang Henan	2026-09-14
HK Strategy Weekly (14 September 2026) - Exports Stay Strong; Fed Hike Approaches, Policy Signals in Focus	Taylor, Ren Wen Fang	2026-09-14
港股市场周报 (2026/9/14) - 出口强势延续，美联储加息渐近，聚焦后续政策指引	任闻放	2026-09-14

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